+154.4%
TRV vs NVT
+396.5%
-242.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.7% | +0.7% |
| 7D | -1.5% | +2.0% | -3.5% | -1.7% |
| 30D | -1.8% | -7.2% | +5.4% | -1.2% |
| 3M | +21.6% | -0.9% | +22.5% | +21.0% |
| 6M | +22.5% | +42.6% | -20.1% | +15.1% |
| YTD | +28.1% | +52.9% | -24.7% | +18.8% |
| 1Y | +37.0% | +64.5% | -27.4% | +24.7% |
| 3Y | +141.9% | +178.0% | -36.1% | +86.4% |
| All | +154.4% | +396.5% | -242.1% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NVT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling